Overview
The Timeline block is a single chronological feed of everything that has happened on the open record: notes, emails, calls, meetings, property changes, and task activity, newest first. Where History tracks one property and Associations groups related records, Timeline is the “what happened, when” narrative for the whole record.Use cases
- A Deal record: the full activity trail alongside the pipeline stage.
- A Contact: catch up on every touchpoint before a call.
Configuration parameters
Troubleshooting
See also
- History: one property’s change trail.
- Quick Actions